Account and Settings

This section describes how to view account details and manage UI settings, users, organizations, and admin functions.

User Settings

Non-administrator users are able to view details about their own account and organization.

Viewing User Details

To view details for the currently logged in user, first navigate to the Account & Settings page. Under Account, click the User Details link.

Changing Display Name

To change the display name for the current user, first ensure you are on the User Details page. Click the Edit button next to the display name. Enter a new display name, then click Save, or click Cancel to revert changes.

Changing Password

To change the password for the current user, first ensure you are on the User Details page. Click the Change Password button. In the form, enter a new password and click Update Password. You can then return to the main UI.

Organization Settings

Viewing Organization Details

To view details for the currently logged in user’s organization, first navigate to the Account & Settings page. Under Account, click the Organization link.

Changing Organization Name

To change the name for the current organiztion, first ensure you are on the Organization page. Click the Edit button next to the organization name. Enter a new name, then click Save, or click Cancel to revert changes.

Administrator Settings

The following settings are only accessible when logged in as an Administrator.

Managing Users

To manage users in the current organization, first navigate to the Account & Settings page, then click the Users link under Administrator Settings.

Adding Users

To add one or more users, enter the users’ email addresses as a comma-separated list and click the Add Users button. Users will then appear in the table above.

Note

When new users log in to the UI for the first time, they will have to register and set a password. See Accessing the UI for more details.

Editing User Details

To edit a user, click the 3 dots icon in the Options column of the table, then click Edit User Details. In the modal pop-up, you can specify a new display name and/or change the user role. Once you have finished making changes, click the Save Changes button, or click Cancel to revert the changes.

Removing Users

To remove a single user, you can click the 3 dots icon in the Options column of the table, then click Remove User. To remove multiple users, select the users in the table using the checkboxes, then click the Remove Selected Users button above the table.

Note

The organization must always have at least one administrator; any operations that would remove all administrators are not permitted.

Note

Removing vs. Deleting User Accounts

Removing a user account from an organization does not fully delete it from the system. To fully delete a user account, go to https://localhost:9901/Identity/Account/Manage/PersonalData and click Delete. This will delete the currently logged in user account.

Also please note that a removed user account can be re-added to an organization without needing to register as a new user. After being added by an administrator, the user can log in with their existing account.

Connected Services

Connected services support UI functionality, such as mapping. Some of these services require you to provide your own API key. To manage connected services, first navigate to the Account & Settings page, then click the Connected Services link under Administrator Settings.

Adding Your ArcGIS API Key

Adding an ArcGIS API key enables you to use mapping features in the UI. To get a free API key, visit https://developers.arcgis.com/ and follow the steps to create an account and generate an API key. Once you obtain your key, return to the UI and paste it into the form field under Maps on the Connected Services page. Click Save, and the key will be used when displaying maps.

Note

You are responsible for monitoring your API key usage, security, and any associated costs for API use.

UI Settings

To modify UI settings, first navigate to the Account & Settings page and click the UI Settings link under Administrator Settings.

UI Refresh Intervals

These settings allow you to customize how frequently different parts of the UI are refreshed. You can specify a custom value for the query map, query table, charts and dashboard, and the default refresh interval. Enter your preferred intervals in the corresponding form fields and click the Save Changes button to apply your changes. Values must be between 1000-60000 ms.

IP Configuration

The UI allows you to view and edit the host IP configuration. To access these settings, navigate to the Account & Settings page and click the IP Configuration link under Administrator Settings.

You can edit host IP addresses, add a new host IP by clicking the Add Host IP button, or delete a host IP by clicking the trash can icon to the right of the IP. You can also edit the server TCP port. When finished editing, click Save Changes to save, or Cancel to go back without saving.

Resync

The resync feature validates and resyncs (if necessary) all deployment entities with the SOSS store of the current deployment. To use it, navigate to the Account & Settings page and click the Resync button under Administrator Settings. Resyncing may take a few seconds. You will receive a notification when the process is complete.